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About Cornerstone Advisors NW, LLC |
Cornerstone Advisors NW, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We?ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. |
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General Information |
| Years of Experience in Financial Services: |
16
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| States Licensed in: |
AL, AK, CA, CO, IL, MT, OR, TX, UT, VA, WA
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| Number of Years with Current Firm: |
1
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
LPL Financial
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Phone, Our Office
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Retirement Planning Counselor (CRPC®)
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Variable Annuity, Annuity, Disability
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets
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| Minimum Portfolio Size for New Managed Accounts: |
100000
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